Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,946
Closed -$328K 489
2025
Q1
$328K Buy
6,946
+1,499
+28% +$70.7K 0.16% 212
2024
Q4
$288K Buy
+5,447
New +$288K 0.21% 189
2023
Q4
Sell
-3,376
Closed -$218K 247
2023
Q3
$218K Buy
+3,376
New +$218K 0.14% 203
2023
Q2
Sell
-1,854
Closed -$206K 218
2023
Q1
$206K Buy
+1,854
New +$206K 0.26% 140